For twenty-one years I walked under the World Trade Center but never once went to the observation deck. That was for tourists. I guess I lost my chance.
After working at Aubrey G. Lanston and other Wall Street firms for over twenty-three years, I have seen that many investment professionals manage their own personal finances less successfully than their client's portfolios. Among the deficiencies I observed were:
Investment professionals tend to overtrade their accounts resulting in substantially lower long-term investment returns. We try to separate trading accounts from investment accounts.
Typically, investment professionals do not save sufficiently for retirement and require a long-term plan.
Investment professionals frequently over-estimate the duration of their Wall Street careers and should budget and save more effectively.
If this sounds like you, it is time to shape up, get a Comprehensive Financial Plan and prepare for the future. We offer a knowledgeable second opinion on investment selection, career management and life planning. Don't miss your chance.
